ESTATE PLANNING COUNCIL OF SAN DIEGO

Topic:

Split-Dollar Life Insurance
Speakers: Rick Albrecht
Moderator: Cory C. Grant

Split dollar life insurance is a type of policy that offers an affordable life insurance solution to both employers and employees. This presentation will review the potential benefits and scenarios of a split dollar life insurance policy for employees and their employers.

Rick Albrecht | Attorney
 

Richard J. Albrecht, the founding partner of the firm, is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. He received his law degree from the University of Minnesota Law School and his LL.M. (in Taxation) from the New York University Law School. Rick has been selected to the Southern California Super Lawyers list, which designates the top 5 percent of the lawyers in Southern California in each area of specialty. Rick has also been rated as an AV Preeminent Lawyer by Martindale Hubbell, the highest ranking available. 

Cory C. Grant, J.D. | Lawyer

For more than 30 years, Mr. Grant has developed this expertise in the design and implementation of advanced estate plans, wealth protection techniques, executive retention programs, and business succession strategies for families, privately held businesses, and non-profit organizations. He has been an active member of the California State Bar since 1994.

Among Mr. Grant's specialties are creating intuitive succession and retention plans for companies and families with investment real estate holdings. In addition, he is well known for his innovative planning approaches to complex family or entity structures. Mr. Grant's holistic approach has led to increasing family office engagements in recent years. For many years, he has been acknowledged as one of the nation's experts in life insurance advisory, consulting with life carriers on product design and pricing. Mr. Grant also advises non-profit organizations on executive retention strategies and methods to protect and grow charitable contributions.

Mr. Grant serves on the board of trustees for the San Dieguito Boys & Girls Club Foundation, The American Institute for Musical Studies (AIMS) Foundation, and is a former member of the board of The Del Mar Foundation and Chairman's Roundtable. He is a member of the Policy Advisory Board at the Burnham-Moores Center for REal Estate at the University of San Diego and guest lecturer for several graduate level programs in San Diego.

Mr. Grant is the author of two books, Tax Deferred Investing (Wiley, 2000), and Estate Planning is About More Than Death and Taxes (Wiley, 2005). Mr. Grant frequently speaks at estate planning and investment conferences. He was also a speaker on the topic of estate planning  on NBC Early Today.

Mr. Grant is a lifetime member of Million Dollar Roundtable (MDRT) Top of the Table, and the American Association of Life Underwriters (AALU). He graduated from UCSB with a B.A. and California Western School of Law with a J.D.

Mr. Grant is an avid golfer, bodysurfer, and mentor. He and his wife of 30 years, Emily, are natives of San Diego and reside in Del Mar, CA.
 

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